Who owns iShares Large Cap Value Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BLCV from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 31 institutions disclosed 7.4M shares of iShares Large Cap Value Active ETF worth $307.7M — about 260.3% of shares outstanding; the largest disclosed holder is EP Wealth Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
31
13F holders
$307.7M
value, 2026 filers
260.3%
of shares outstanding (7.4M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BLCV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | 5.0M | $207.9M | 0.8% | 176% | -2.7% |
| 2 | EQ LLC | 663,714 | $27.4M | 6.7% | 23.2% | -23.3% |
| 3 | PRINCIPAL SECURITIES, INC. | 297,716 | $12.3M | 0.1% | 10.4% | -5.3% |
| 4 | MML INVESTORS SERVICES, LLC | 264,245 | $10.9M | 0.0% | 9.2% | +20.8% |
| 5 | Skyline Advisors, Inc. | 214,230 | $8.8M | 2.8% | 7.5% | +16.6% |
| 6 | Spectrum Planning & Advisory Services Inc. | 167,230 | $6.9M | 3.1% | 5.8% | -18.9% |
| 7 | Sigma Planning Corp | 138,379 | $5.7M | 0.1% | 4.8% | +6.2% |
| 8 | LPL Financial LLC | 128,498 | $5.3M | 0.0% | 4.5% | -13.0% |
| 9 | MCDONALD PARTNERS LLC | 106,565 | $4.4M | 1.1% | 3.7% | +101.6% |
| 10 | Quantinno Capital Management LPNEW | 79,192 | $3.3M | 0.0% | 2.8% | new |
| 11 | GOLDMAN SACHS GROUP INCNEW | 70,974 | $2.9M | 0.0% | 2.5% | new |
| 12 | COFG Advisors, LLC | 35,772 | $1.5M | 0.3% | 1.3% | +17.0% |
| 13 | Visionary Wealth Advisors | 33,878 | $1.4M | 0.1% | 1.2% | +190.1% |
| 14 | J.W. COLE ADVISORS, INC. | 32,547 | $1.3M | 0.0% | 1.1% | +19.6% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 30,258 | $1.2M | 0.0% | 1.1% | +21.5% |
| 16 | Summit Financial, LLC | 25,794 | $1.1M | 0.0% | 0.9% | +63.1% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 19,495 | $805,360 | 0.0% | 0.7% | -91.0% |
| 18 | OSAIC HOLDINGS, INC. | 18,647 | $770,316 | 0.0% | 0.7% | +74.7% |
| 19 | Register Financial Advisors LLCNEW | 13,983 | $577,638 | 0.2% | 0.5% | new |
| 20 | Equitable Holdings, Inc.NEW | 10,748 | $444,000 | 0.0% | 0.4% | new |
| 21 | BUCKHEAD CAPITAL MANAGEMENT LLC | 9,587 | $396,039 | 0.1% | 0.3% | +71.3% |
| 22 | Merit Financial Group, LLCNEW | 9,153 | $378,110 | 0.0% | 0.3% | new |
| 23 | Keystone Financial Group | 7,610 | $314,354 | 0.0% | 0.3% | +14.5% |
| 24 | CITADEL ADVISORS LLCNEW | 7,202 | $297,515 | 0.0% | 0.3% | new |
| 25 | RAYMOND JAMES FINANCIAL INC | 6,417 | $265,086 | 0.0% | 0.2% | -25.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.